DSA 5 Outrageous Data and Storage Predictions for 2017
Something about a new year lends itself to journalists wanting to make predictions. In a way we have nothing to lose. In a year from now it’s very unlikely we will be held to task for getting a prediction wrong, but if we get something right, no doubt we will be rehashing the article to prove how clever we were.
With that in mind we have decided to make our predictions for 2017 BIG !
No playing it safe with things like this will be the year that Object Storage becomes mainstream in the datacentre, or as companies really put cloud through its paces they will discover that the cost model may not be as appealing as they were hoping. Instead we want to make some “hit the ball out of the park” if we get something right we will accept the accolades, if not we believe we will be raising some valid talking points.
1 – Pure or Nimble to be acquired in 2017
Whilst we have no reason to think that either of these companies is looking to be acquired, on the basis that EMC got consumed last year we have to believe that anything is possible. If we look at the landscape this may not be such an “out there” prediction. Suggestions are that world economy is tightening, neither of these companies currently makes profit, the flash market is getting more competitive amongst more established vendors with deeper pockets. Combine this with the fat that both companies have great products and strong channels to market, it stands to reason that some of the "old school” may see lots of upside to consuming one of these two.
2 – NetApp will launch an enterprise class Storage as a Service Cloud Offering.
Where do NetApp go, be acquired or make more storage acquisitions? We like their data fabric story but how do they take this forward. They are embracing public cloud and even extending ONTAP into AWS and Azure. Essentially there is an acknowledgement that part of their market is slowly (or is it rapidly) being eaten up by enterprise class storage in public cloud. It seems to us a natural progression of the data fabric story would be to offer ONTAP as a Service. It’s unlikely they will build this from scratch, so look for acquisitions that may get them there.
3 – Oracle will buy a pure play Hadoop company.
Oracle connect to Hadoop. Many Oracle experts claim you can already do anything in Oracle that you can do in Hadoop. We are not sure that is true and we are certainly sure that storing millions of as of yet undefined objects in Oracle is just too problematic. However, the reality is Oracle is all about data that has to include Big Data. Hooking into Hadoop is fine but owning a Hadoop platform is better, it’s a natural fit for the Oracle, the bigger question might be why haven’t they already acquired this technology? The three biggest pure play Hadoop companies are Cloudera, Hortonworks, and MapR Technologies. Cloudera’s market cap looks prohibitive, Hortonworks seem to be on an open-source purist mission, that would leave....
4 – Quantum will be put out of its misery
Most of the tape vendors have slowly fallen away. Whilst we understand that Quantum would not describe themselves as a tape vendor, its possible the writing might be on the wall. Most of the smaller tape automation companies tried to reinvent themselves, failed and got acquired. Quantum was the largest outside of IBM and HPE and has been trying to reinvent for a long time. LTO and Tape is not going to disappear anytime soon, but it’s a legacy game that invariably means consolidation, look for one of the really big LTO players to absorb the quantum tape business.
5 – Synology and QNAP to merge
OK – we have absolutely nothing to suggest this would happen, we also have no idea how icy or warm relations are between these companies, we make the prediction because on the surface it looks like common sense. They are both based in Taiwan, between them they dominate the mid-market NAS space, they have similar offerings and we have to think in a competitive world the power of one large mid-market NAS vendor may make them more of a force to be reckoned with as they attempt to fight for market share and awareness across a global stage.
We said these would be BIG predictions, we hope they give you food for thought!